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Private financial intelligence
Intelligence for those who steward significant capital.
Secret Elites is a private AI research platform in development for sophisticated investors, family offices, and institutions. Membership is by application only.
A Simon Wilby brand Powered by Fortune.ml
In development
The member platform is in development. We are accepting applications for early private access.
The premise
Fewer signals. Clearer reasoning.
Markets produce more information than any team can read. Secret Elites is being built to help members ask better questions and inspect the evidence behind every answer.
Research, not advice
Secret Elites is designed as a research instrument. It does not provide personalized investment advice or execute trades.
Evidence first
Outputs are designed to show sources and assumptions so members can verify reasoning themselves.
Private by default
Membership is by application. Member data is designed to be isolated, encrypted, and never sold.
Honest about status
We label every capability with its real availability. Nothing described as planned is live today.
Intelligence
A research instrument, in development.
Each capability below is planned for the member platform. None are available today.
- Planned
Conversational research
A private workspace for asking structured research questions, designed to cite its evidence and state its limits.
- Planned
Global screening
Cross-market screening across the exchanges and instruments a member is authorized to view.
- Planned
Model comparison
Side-by-side review of how different analytical models frame the same question, with assumptions made explicit.
- Planned
Risk explanation
Plain-language explanations of portfolio risk concepts for research and discussion purposes.
- Planned
Private research vault
Encrypted storage for briefings, notes, and research documents, scoped to each member.
- Planned
Custom reports
Research briefings prepared for review by investment teams and committees.
Who it is for
Designed for a deliberately small membership.
Sophisticated individuals
Principals who conduct their own research and want disciplined, private tooling.
Family offices
Teams that steward multi-generational capital and need discreet, shared research.
Investment firms and funds
Analysts and portfolio teams seeking an additional research perspective.
Institutions
Enterprises requiring dedicated environments, governance, and review.
Membership
Three tiers of private access.
Pricing shown is proposed and subject to change. Memberships cannot be purchased online; access is granted after application review.
Private
ProposedPrivate AI research access for sophisticated individual investors.
$25,000 / month, proposed
- AI research access
- Global screening
- Private research vault
Qualified individuals and principals
Black
ProposedExpanded intelligence tooling for family offices and investment teams.
$75,000 / month, proposed
- AI research access
- Global screening
- Private research vault
- Advanced model comparison
- Portfolio risk research
- Custom intelligence reports
Family offices and investment firms
Sovereign
ProposedDedicated research environments and enterprise support for institutions.
$200,000 / month, proposed
- AI research access
- Global screening
- Private research vault
- Advanced model comparison
- Portfolio risk research
- Custom intelligence reports
- Enterprise support
- Dedicated research environment
Hedge funds and institutional enterprises
Security
Discretion is a design requirement.
We describe our security posture precisely, including what is not yet in place.
Encryption in transit
All traffic is served over HTTPS with strict transport security.
Least-privilege access
Member and administrative areas deny by default and require explicit authorization.
Isolated research
Member research is designed to be scoped per account and never used to train shared models.
Auditable actions
Sensitive actions emit structured audit events. A durable audit store is planned.
Process
Access is by application.
- 01
Apply
Submit a short application describing your role and intended research use.
- 02
Review
Each application is reviewed by our team. Not every application is accepted.
- 03
Invitation
Approved applicants receive a single-use invitation when their tier becomes available.
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Built on the Fortune.ml research engine.
Secret Elites will draw on Fortune.ml for its analytical models. The integration is in development; no Fortune.ml data or model output is presented on this website.
Private access
Request an invitation.
Applications are reviewed individually. Submitting one creates no obligation.